LCM

LCM Capital Management Portfolio holdings

AUM $208M
1-Year Est. Return 26.91%
This Quarter Est. Return
1 Year Est. Return
+26.91%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$123M
AUM Growth
-$556K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
91
New
Increased
Reduced
Closed

Top Buys

1
+$1.06M
2
+$966K
3
+$713K
4
AMRN
Amarin Corp
AMRN
+$329K
5
VFH icon
Vanguard Financials ETF
VFH
+$264K

Top Sells

1
+$398K
2
+$255K
3
+$204K
4
DUK icon
Duke Energy
DUK
+$203K
5
MMM icon
3M
MMM
+$200K

Sector Composition

1 Technology 21.78%
2 Healthcare 5.7%
3 Consumer Discretionary 5.53%
4 Consumer Staples 5.5%
5 Communication Services 4.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$238K 0.19%
2,966
-9
77
$232K 0.19%
2,511
+42
78
$228K 0.19%
3,054
+198
79
$207K 0.17%
+673
80
$205K 0.17%
+367
81
$202K 0.17%
3,539
+1
82
$187K 0.15%
12,444
+126
83
$156K 0.13%
19,023
-2,000
84
$147K 0.12%
16,500
85
$120K 0.1%
368,300
-3,500
86
$50.1K 0.04%
+10,318
87
$14.6K 0.01%
2,489
+400
88
– –
-17,900
89
– –
-2,393
90
– –
-2,359
91
– –
-2,264
1 2 3
4